Apex Capital Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$200,388,236
Clients
332
Advisors
4
across 3 offices
About
Apex Capital Management, LLC is an SEC‑registered advisory firm with four advisors managing roughly $225 million for about 332 clients. The firm provides personalized investment management, comprehensive financial planning, retirement plan consulting (including SIMPLE IRA services), and annuity product management to individual and institutional clients.
Apex employs fundamental analysis and a combination of long‑ and short‑term strategies, and it tailors portfolios and plans to each client’s stated objectives and risk profile. Clients select one of three Service Models—Cohesive Advisory, Cohesive Management, or Cohesive Planning + Tax—which define the scope of services, the level of integration among tax and wealth management, and whether discretionary investment authority applies.
Apex is affiliated by common ownership with a certified public accounting firm, Morella & Morella LLC, and markets its advisory services under that name; tax return preparation, business tax services, QuickBooks support, and other accounting add‑ons are offered by the affiliated CPA under separate engagement agreements. The firm also operates on custodial platforms such as SEI (including use of SEI’s Integrated Cash Program) and discloses receipt of various non‑cash custodial benefits, which it identifies as potential conflicts that are managed through disclosure and internal policies.
Client services
Expertise
Occupation focus
Fee options
One-time comprehensive financial planning fee of $3,000 paid at onboarding for Cohesive Advisory Service Model; fixed dollar amount asset management fees ranging from $500 to $50,000 may be negotiated; annuity product management fixed dollar fees from $500 to $50,000 may also be negotiated
$0.00 - $150,000.00: 1.50% $150,000.01 - $500,000.00: 1.25% $500,000.01 - $1,000,000.00: 1.00% $1,000,000.01 - $3,000,000.00: 0.85% $3,000,000.01+: 0.75%
Financial planning consulting services billed at $325 per hour; additional hourly services invoiced separately by Affiliated CPA firms for tax and business services
Cohesive Planning + Tax Service Model invoiced monthly for $4,000 annually (approximately $333 per month) for ongoing financial planning and tax preparation services
Minimum fee: Minimum annual fee for asset management services is $500 Fee-only: Standalone financial planning fees: minimum fee $3,000 for a one-time comprehensive plan; consulting services billed at $325 per hour; hourly consulting fees also separately offered
Main office
See office2901 Johnston St., Suite 401
Lafayette LA 70503
Advisors at this office
2
Offices (3)
Most active in
Louisiana · Texas
Also doing business as
Apex Capital Management, L.L.C. · Kearny Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert M
PFS™, Series 66
Lafayette, LA
Apex Capital Management, L.L.C.
Robert Morella is a financial advisor with Apex Capital Management, L.L.C., holding the PFS™ and Series 66 designations and bringing 18 years of industry experience. He has worked at Apex Capital Management since 1999 and also has experience with Morella & Morella, LLC and Arsement, Redd & Morella, LLC. Outside of advisory work, he is involved as a member in several non-investment-related businesses, including toy manufacturing and medical equipment companies. Apex Capital Management is an SEC-registered firm with four advisors managing approximately $225 million for around 332 clients. The firm offers personalized investment management, financial planning, retirement plan consulting, and annuity product management, using fundamental analysis and tailored strategies aligned with each client’s objectives and risk profile.
Jo Ellen K
PFS™, Series 66
Baton Rouge, LA
Apex Capital Management, L.L.C.
Jo Ellen Kearny is a financial advisor at Apex Capital Management, L.L.C. with 26 years of industry experience. She holds the PFS™ and Series 66 designations. Her prior experience includes roles at Cetera Advisors LLC and Daigrepont & Brian, APAC, where she also serves as a certified public accountant. Kearny is a board member of the Anton Wilbert Foundation, a nonprofit organization. Apex Capital Management is an SEC-registered advisory firm with four advisors managing approximately $225 million for around 332 clients. The firm offers personalized investment management, comprehensive financial planning, and retirement plan consulting, using fundamental analysis and tailored strategies aligned with each client’s objectives and risk profile.
Charles D
Series 65
Youngsville, LA
Apex Capital Management, L.L.C.
Charles Duchamp is a financial advisor at Apex Capital Management, L.L.C. with 23 years of industry experience and holds a Series 65 designation. He has worked at Apex since 2002 and has operated his own accounting and tax services firm since 1991. Duchamp serves as president of his CPA firm, providing accounting and tax services to clients. Apex Capital Management is an SEC-registered advisory firm with four advisors managing approximately $225 million for about 332 clients. The firm offers personalized investment management, financial planning, retirement plan consulting, and annuity product management, using fundamental analysis and tailored strategies to meet client objectives and risk profiles.
Stephen M
Series 65
Lafayette, LA
Apex Capital Management, L.L.C.
Stephen Morella is a financial advisor at Apex Capital Management, L.L.C. with three years of industry experience. He holds a Series 65 designation and previously worked at Morella & Morella, LLC and Arsement Redd & Morella, LLC. Outside of advisory work, he is involved with Morella & Morella, a certified public accounting firm affiliated with Apex. Apex Capital Management is an SEC-registered advisory firm serving individual and institutional clients with personalized investment management, financial planning, and retirement plan consulting. The firm uses fundamental analysis and a mix of long- and short-term strategies, offering clients tailored service models that integrate tax and wealth management.
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